JK
JK

Jeffery Kennerly

9 Years of Experience
West Conshohocken, PA
Broker

Jeffery Kennerly is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffery is a board member for Step Afrika!, a stepping and dance company, since 2018, dedicating a few hours per week. He also serves on the advisory board for Bowie State University's College of Business and is a board member for The Westtown School, spending minimal time on each.

Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 4 mos
State Registrations35 states
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Exams
No exam information available for this advisor.